Policies and Procedures

Thank you for considering Banner Health Foundation as a beneficiary of your fundraising activities. We appreciate your efforts in helping us support the mission of Banner Health, making health care easier so life can be better.

If you have specific questions or you'd like extra guidance, contact us to share your ideas or start planning your project.

Once you are familiar with the Community Champion Policies and Procedures below, you can begin the registration process for your fundraising event by completing the Fundraiser Application Form.

Assistance for your fundraising efforts

The Banner Health Foundation offers support and benefits to our community fundraisers that include:

Consultation and guidance on fundraisers and events.
Letter of authenticity upon receipt and approval of fundraising event application.
Access to our online fundraising platform and assistance creating personalized fundraising pages.
Use of the Banner Health Foundation logo, when approved.
Guidance in selecting a Banner facility, program, or project to support.
Event fundraising tips and timelines.
Limited quantities of brochures, pamphlets, and other informational materials promoting and explaining the mission and accomplishments of a facility, project or program, when requested in advance.
Assistance reviewing press releases, when applicable.
Social media posts when applicable.
Gift processing of donations made payable to Banner Health Foundation including issuance of acknowledgement letters/receipts for tax-deductible donations.
Coordinate a visit for individuals ages 16 and up for donation drop-off, when applicable.
Certificate of appreciation.

Our staff is unable to:

Provide staff to work the event.
Offer space for your event, including private homes or Banner facility space.
Extend our tax exemption to your organization or event.
Provide insurance or liability coverage.
Provide names and stories of hospital patients.
Provide Banner stationery or letterhead.
Guarantee attendance of hospital patients, hospital staff, or Foundation staff at your event.
Provide insurance or liability coverage.
Provide mailing lists of donors and/or vendors.
Promote events via radio, newspaper, press release, or television.
Provide fiscal sponsorship or reimbursement of event expenses. The Banner Health Foundation does not fund, financially support, or endorse third-party fundraising events.

Event approval

Your organization cannot state or imply that it is an agent, subsidiary, or partner of the Foundation or Banner Health, or that it holds any other business relationship with the Foundation or Banner Health.
Although the Foundation actively encourages third-party fundraising events, we must approve all events in advance. The Foundation maintains the right decline events.
Applications must be completed and submitted to the Foundation no less than two weeks prior to the proposed fundraising event. Approval for the event is specific to dates listed on your event application. If you would like to repeat the event, you must submit a new application.
The Foundation must be notified in writing if there are any significant changes to the event once it has been approved. If circumstances warrant, the Foundation may at any time direct you to cancel the event. You must agree to cancel the event, if so directed, and further agree to release Banner Health; the Foundation; and their officers, directors, and employees from any and all liability in connection with any such action.
We reserve the right to observe your event.

Fund designation

Unless otherwise coordinated with us, money raised will be directed toward unrestricted funds for Banner Health.

If you wish to designate the funds you raise to a specific department or area of Banner Health, please note this in your application.

Use of Banner facility names and logos

You may not use Banner Health, Banner Health facilities, or Foundation name or logo or otherwise indicate to the public that an event is being held for the benefit Banner Health or the Foundation without the prior express written consent of an authorized representative of the Foundation. You may not make public announcements or promote the event until you receive written approval from the Foundation of your Third-Party Fundraiser Application.
Publicity for your event may not imply that the event is sponsored or co-sponsored by the Foundation and/or that Banner Health is involved as anything but the beneficiary. Banner Health, Banner Health Facilities, or Foundation may only be identified as the beneficiary of the event. For example, you should not call an event "The Banner Health Foundation Walk-a-Thon." Your event should be promoted as the "Walk-a-thon benefiting Banner Health Foundation."
You may not use the official logos of Banner Health, Banner Health facilities, or the Foundation without our written approval and they should be appropriately used for your event. Any use of the logo must adhere to established graphic standards, which we will provide, and may not be altered.
The Foundation must review and approve in writing all promotional materials including, but not limited to, advertising, letters, brochures, flyers, and press releases prior to production or distribution. Proposed materials should be submitted via email.

Promotion

If media will be present at your event, you must notify the Foundation in advance.
Patient photos or stories may not be used in promotional materials for your event without prior approval from the Foundation.

Financial and legal information

In order to provide your donors with important information concerning their contribution, we ask that all promotional materials clearly state the percentage of proceeds (from gross or net proceeds) and/or the portion of the ticket price that will benefit the beneficiary.
You should limit expenses to 50% of the total raised by the event. If event expenses are greater than the money raised, you are responsible for paying those expenses. The Foundation will not provide funding or reimbursement of expenses.
Because the Foundation is not sponsoring your event, we cannot have event revenues and expenses flow through the Foundation’s books. Only the net amount (final net proceeds from event) should be processed by the Foundation. Similarly, you cannot set up a temporary bank account in the Foundation’s name. Proceeds should be mailed to the Foundation no later than 14 days following the event to:

Banner Health Foundation
Attn: Third Party Event Team
2901 N. Central Ave Suite 160
Phoenix, AZ 85012

You may not keep any portion of the proceeds as profit or compensation for organizing the event.
The Foundation may receive funds from other similar promotions. Our acceptance of your application creates no exclusive rights for you.
You are responsible for obtaining all permits and licenses—especially those for raffles or games of chance. Because state and local governments control all charitable gaming activities, if your event includes bingo, a raffle, 50/50 drawing and/or casino-type games and activities, you must acquire the proper permit/license from your state or local government office and abide by all rules and regulations pertaining to such gaming activity. The Foundation will not take out liquor licenses for third-party events.
You agree that you will comply with all state and/or municipal charitable solicitations statutes and/or ordinances which may apply to your event. You also agree to carry out your event so as to not do or allow any of the prohibited acts and practices described.
Events must comply with all federal, state, and local laws governing charitable fundraising and gift reporting. All tax-receipting issues must be agreed upon and documented before the Foundation’s approval is given. The Foundation may only issue tax receipts for checks made out to “Banner Health Foundation” If your donors send their contributions directly to the Foundation, you must inform the Foundation of the value of any goods or services the donor received in return for the contribution. The Foundation will issue tax receipts for in-kind donations or event sponsorship agreements if you provide complete information for all applicable donors.
You agree that you will not use the Foundation’s tax exemption in any manner or as part the promotion of your event, nor will you represent to the public that you enjoy any tax exempt rights or privileges as a result of your role in the event (unless you have separate tax exempt status), nor will you state that any portion of the purchase price for any goods or services at the event is tax deductible for charitable purposes.
You must obtain your own liability insurance to cover the event. The Foundation will not insure your event and requires that you obtain all insurance, including premises, liability, and worker’s compensation. The Foundation will not assume any legal or financial liability associated with your event, nor will we indemnify you or any party involved in your event for any damage, expense, or other costs arising from or in any manner related to your event. The Banner Health Foundation, Banner Health, and all related entities are not liable for any injuries sustained by event volunteers or participants related to your event and cannot assume any type of liability for your event.